《大行報告》摩通升金蝶(00268.HK)評級至「增持」 目標價28元
摩通發表報告指,金蝶(00268.HK)是其在中國軟件或SaaS領域的首選之一,評級由「中性」升至「增持」,目標價28元。
摩通指,經歷過去一年約50%的調整後,目前股價相當於2022年企業價值/銷售額的9.7倍,與其歷史和競爭對手用友一致,並具吸引力,因為其成功的雲計算轉型帶來了更高的增長持續性。
摩通認為中國的ERP軟件市場正處於適中狀態,增長保持穩定在每年13至14%的良好水平,競爭亦相當平緩,新進入者有限。而北京的本土化推動對金蝶等國內企業而言更是巨大的利好,因可以在未來幾年從大型企業包括國有企業獲得額外的份額。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.